See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,014 | $71,883-8.2% | $86,677-23.8% | $68,494-3.6% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -7.93% | 3.52%-11.5pp | 35.91%-43.8pp | -7.84%-0.1pp |
| Employer contribution / active EE | $1,138 | $2,173-47.6% | $2,836-59.9% | $2,596-56.2% |
| Participant deferral / active EE | $5,342 | $3,779+41.4% | $4,656+14.7% | $4,027+32.6% |
| Admin fee / account holder | $6,650 | $6,112+8.8% | $7,493-11.3% | $5,403+23.1% |